Cambridge Trust’s Edwards Lifesciences EW Stock Holding History

Cambridge Trust’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$138K	Hold	1,440	–	–	0.01%	302
2023 Q4	$110K	Sell	1,440 -129	-8%	-$8.98K	﹤0.01%	330
2023 Q3	$109K	Sell	1,569 -96	-6%	-$7.71K	0.01%	328
2023 Q2	$157K	Hold	1,665	–	–	0.01%	300
2023 Q1	$138K	Sell	1,665 -608	-27%	-$47.8K	0.01%	319
2022 Q4	$170K	Sell	2,273 -27	-1%	-$2.08K	0.01%	303
2022 Q3	$190K	Sell	2,300 -66	-3%	-$6.35K	0.01%	284
2022 Q2	$225K	Buy	2,366 +4	+0.2%	+$414	0.01%	283
2022 Q1	$278K	Buy	2,362 +160	+7%	+$17.9K	0.01%	281
2021 Q4	$285K	Buy	+2,202	New	+$257K	0.01%	287
2017 Q1	–	Sell	-60,000	Closed	-$1.87M	–	271
2016 Q4	$1.87M	Hold	60,000	–	–	0.13%	102
2016 Q3	$2.41M	Buy	+60,000	New	+$2.26M	0.18%	98

Other funds holding EW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cambridge Trust's EW Position: Q1 2024 in Review

Cambridge Trust held its Edwards Lifesciences (EW) position steady in Q1 2024 at 1,440 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #302.

Cambridge Trust first reported a position in EW in Q3 2016 and has held it in 12 quarters since. The position peaked at $2.41M in Q3 2016. 1,279 funds tracked by Wall St. Rank hold EW as of Q1 2024.

Cambridge Trust held 1,440 shares of Edwards Lifesciences worth $138K as of Q1 2024.
Cambridge Trust left its Edwards Lifesciences share count unchanged in Q1 2024.
Edwards Lifesciences made up 0.01% of Cambridge Trust's portfolio in Q1 2024, its #302 holding.
Cambridge Trust first reported a position in Edwards Lifesciences in Q3 2016 and has held it in 12 quarters since.
Cambridge Trust's Edwards Lifesciences position peaked at $2.41M in Q3 2016.
1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.